Known today as Tahoma Advisory Group, Levi Edgecombe was one of the co-founders of the firm back in December 2000. Levi earned his Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He has concentrated his professional development in the areas of financial estate, business and retirement planning for both individuals and closely-held companies.
Levi began his career in 1971 with Equitable of Iowa following two years as a Youth Director at First Presbyterian Church in Tacoma, Washington. He has been involved in the financial services industry since that time and since 2010 has been registered with USA Financial Securities.
Levi is a graduate of Wheaton College with a B.A. in Literature. He is the past president of the SW Chapter of the Society of Financial Service Professionals. He has been the featured speaker several times for the Tacoma and Olympia Estate Planning Councils and has also been a LUTCF instructor for Advanced Estate Planning. Levi was also a featured speaker at the Commonwealth Financial Network National Wealth Symposium in 2008.
Levi and his wife, Denise married in 1981 and have resided in Puyallup, WA since 1982. Their daughter, Whitney and her husband Dan live in Wheaton, Illinois with their 3 daughters Corinne, Marian and Daphne. Their son Jesse lives in Puyallup, Washington. Levi has been actively involved with Young Life for many years and has been an elder at his church, Crossroads, where he and Denise have been members for over 30 years.